Contact
Contact Us
2801 US Highway 280 S
Birmingham, AL 35223
Phone: 800-876-3950
Fax: 800-436-2150
Office Hours (CST): 7:30-5:00 Monday- Thursday
7:30-3:00 Friday
Options to Submit New Business
1) Mail applications to:
Concourse Financial Group Agency
Attn: New Business
2801 US Highway 280 S, Birmingham, AL 35223
2) Email applications to: insurancenewbusiness@concoursefinancial.com
3) Fax applications to: 800-436-2150 Attn: New Business
Our Team
Everyone
Accounting & Commissions
Administration
Advanced Case Design
Asset & Income Protection
Case Management Support
Contracting & Licensing
Disability
Internal Life Consultants
Life Insurance Case Management
Marketing & Communications
Regional Directors
Technical Support Team
Underwriting & Impaired Risk
Sr Associate Acct Mgmt
Marji Abernathy
205-268-1279
marji.abernathy@concoursefinancial.com
Director Internal Sales, CLTC, AAPA, ACS
Kee-Kee Ajigbeda
205-268-8781
keekee.ajigbeda@concoursefinancial.com
Underwriter
Wendy Arther, FLMI, AALU, AIA, ACS
Underwriting@ConcourseFinancial.com
513-362-1501
Regional Director
Shelley Balik, CLU®
205-268-2593
shelley.balik@concoursefinancial.com
Internal Wholesaler II
Jenna Bennett
205-268-3239
jenna.bennett@concoursefinancial.com
Sr Internal Wholesaler
Lisa Bowles
205-268-3555
lisa.bowles@concoursefinancial.com
Sr Specialist Case Mgmt
Felicia Brown
205-268-3818
felicia.brown@concoursefinancial.com
Sr Specialist Case Mgmt
Kim Caldwell, ALMI
205-268-4532
kim.caldwell@concoursefinancial.com
Sr Internal Wholesaler
Trina Cassady, LUTCF
205-268-1942
trina.cassady@concoursefinancial.com
Sr Director Sales Support
Robert Davis
205-268-4513
robert.davis@concoursefinancia.com
Sr Internal Wholesaler
Dwayne Eaton, ACS, ALMI
205-268-1598
dwayne.eaton@concoursefinancial.com
Regional Director
Gene Fetter, CLU, ChFC, LUTCF
724-272-4427
gene.fetter@concoursefinancial.com
Specialist II Case Mgmt
Brianna Franklin
205-268-7949
brianna.franklin@concoursefinancial.com
Manager, Concourse Agency
Amy Gillespie
513-362-4879
amy.gillespie@concoursefinancial.com
Specialist II Case Mgmt
Candice Griffith
205-268-5551
candice.griffith@concoursefinancial.com
VP & CFO
Darren Guerrera
1205-268-5553
darren.guerrera.concoursefinancial.com
Lead Spec Case Mgmt
Donna Hallmark
205-268-3979
donna.hallmark@concoursefinancial.com
Sr Associate Sales Support
Ronnie Hamilton, CFP®, CLU, ChFC, AEP
205-268-5298
ronnie.hamilton@concoursefinancial.com
Regional Director
Philip Haug, LUTCF
205-382-7150
philip.haug@concoursefinancial.com
Sr Specialist Case Mgmt
Lora Haupt
205-268-1751
lora.haupt@concoursefinancial.com
Sr Internal Wholesaler
Lisa Holston
205-268-1305
lisa.holston@concoursefinancial.com
Sr Specialist Regulatory
Amanda Jones
205-268-7510
amanda.jones@concoursefinancial.com
Sr Specialist CX Operations
Paula Kenney
205-268-3989
paula.kenney@concoursefinancial.com
Secura Consultants
Carter Kowalski, DIA
952-641-5203
carter@securaconsultants.com
Lead Spec Case Mgmt
Maggie Lee, ACS
205-268-4564
maggie.lee@concoursefinancial.com
Sr Specialist Regulatory
Aarika Leonard
205-268-1234
aarika.leonard@concoursefinancial.com
Executive Assistant
Shelley Leopard, ACS
205-268-3560
shelley.leopard@concoursefinancial.com
Regional Director
T.O. McDowell
205-268-3950
to.mcdowell@concoursefinancial.com
Director of Internal Sales, CLTC, AAPA
Misty McMinn
205-268-3654
misty.mcminn@concoursefinancial.com
President, Insurance Solutions
Brad Mendenhall
205-268-1837
brad.mendenhall@concoursefinancial.com
Internal Wholesaler I
Emily Overberg
513-975-3855
emily.overberg@concoursefinancial.com
SVP & CEO Concourse Fin Group
David Perry, CEO
205-268-8299
david.perry@concoursefinancial.com
Underwriter
Beth Phillips, ALMI, ACS
205-268-7511
Underwriting@ConcourseFinancial.com
Regional Director
Gene Plauche, II, CLTC, LUTCF, FSS
225-933-4621
gene.plauche@concoursefinancial.com
Analyst General Acctg
Leigh Pounds, SILA-F, ACS
205-268-5777
leigh.pounds@concoursefinancial.com
National Sales Director
Greg Roventini, CRPC, AAMS
561-847-6673
greg.roventini@concoursefinancial.com
Sr Director Account Mgmt
Rachel Smith, CLU®
205-268-3875
rachel.smith@concoursefinancial.com
Technician II Help Desk
Roche Smith
800-943-9640
Lead Spec CX Operations
Ruth Snow, ACS, ALMI
205-268-4650
ruth.snow@concoursefinancial.com
Sr Associate Sales Support
Marci Tharan, ACS
205-268-5327
marci.tharan@concoursefinancial.com
Manager Regulatory, Licensing
Nita Thompson, SILA-F, ACS, AIAA, AIRC
205-268-5835
nita.thompson@concoursefinancial.com
Internal Wholesaler II
Jake Ware
205-268-8793
jake.ware@concoursefinancial.com
Sr Specialist Case Mgmt
Terri Waremburg
205-268-5639
terri.waremburg@concoursefinancial.com
Sr Internal Wholesaler
Janet Warren, ACS
205-268-3713
janet.warren@concoursefinancial.com
Technician Help Desk
Brandi Williams
800-943-9640
brandi.williams@concoursefinancial.com
Sr Specialist Regulatory
Angela Wright
205-268-4216
angela.wright@concoursefinancial.com